Civic Intelligence

Douglas S. Richardson M.D.

Plan context: Smith Barney Shearson Profit Sharing Plan

EIN 54-1109875 • 22 filings • 3 plans

Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$2,280,740

2020 Contributions

$18,577

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,280,740$1,140,370$0199920102019YearValue
$2,280,740Latest year 2019

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320199920092018YearValue
3Latest year 2018

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202010$0$0-
Smith Barney Shearson Profit Sharing Plan-0---
201910$2,280,740$18,577-
Smith Barney Shearson Profit Sharing Plan-0$2,280,740$18,577-
201813$2,036,966$31,468$10,489iApproximate average salary by contribution assumption: employee only about $262,233 at 4% or $174,822 at 6%; with 50% employer match about $174,822 at 4% or $116,548 at 6%; with 100% employer match about $131,117 at 4% or $87,411 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$2,036,966$31,468$10,489iApproximate average salary by contribution assumption: employee only about $262,233 at 4% or $174,822 at 6%; with 50% employer match about $174,822 at 4% or $116,548 at 6%; with 100% employer match about $131,117 at 4% or $87,411 at 6%.
201713$2,215,334$28,987$9,662iApproximate average salary by contribution assumption: employee only about $241,558 at 4% or $161,039 at 6%; with 50% employer match about $161,039 at 4% or $107,359 at 6%; with 100% employer match about $120,779 at 4% or $80,519 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$2,215,334$28,987$9,662iApproximate average salary by contribution assumption: employee only about $241,558 at 4% or $161,039 at 6%; with 50% employer match about $161,039 at 4% or $107,359 at 6%; with 100% employer match about $120,779 at 4% or $80,519 at 6%.
201613$2,032,414$31,372$10,457iApproximate average salary by contribution assumption: employee only about $261,433 at 4% or $174,289 at 6%; with 50% employer match about $174,289 at 4% or $116,193 at 6%; with 100% employer match about $130,717 at 4% or $87,144 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$2,032,414$31,372$10,457iApproximate average salary by contribution assumption: employee only about $261,433 at 4% or $174,289 at 6%; with 50% employer match about $174,289 at 4% or $116,193 at 6%; with 100% employer match about $130,717 at 4% or $87,144 at 6%.
201513$1,943,661$44,319$14,773iApproximate average salary by contribution assumption: employee only about $369,325 at 4% or $246,217 at 6%; with 50% employer match about $246,217 at 4% or $164,144 at 6%; with 100% employer match about $184,663 at 4% or $123,108 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$1,943,661$44,319$14,773iApproximate average salary by contribution assumption: employee only about $369,325 at 4% or $246,217 at 6%; with 50% employer match about $246,217 at 4% or $164,144 at 6%; with 100% employer match about $184,663 at 4% or $123,108 at 6%.
201413$2,008,902$53,200$17,733iApproximate average salary by contribution assumption: employee only about $443,333 at 4% or $295,556 at 6%; with 50% employer match about $295,556 at 4% or $197,037 at 6%; with 100% employer match about $221,667 at 4% or $147,778 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$2,008,902$53,200$17,733iApproximate average salary by contribution assumption: employee only about $443,333 at 4% or $295,556 at 6%; with 50% employer match about $295,556 at 4% or $197,037 at 6%; with 100% employer match about $221,667 at 4% or $147,778 at 6%.
201313$1,943,586$54,634$18,211iApproximate average salary by contribution assumption: employee only about $455,283 at 4% or $303,522 at 6%; with 50% employer match about $303,522 at 4% or $202,348 at 6%; with 100% employer match about $227,642 at 4% or $151,761 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$1,943,586$54,634$18,211iApproximate average salary by contribution assumption: employee only about $455,283 at 4% or $303,522 at 6%; with 50% employer match about $303,522 at 4% or $202,348 at 6%; with 100% employer match about $227,642 at 4% or $151,761 at 6%.
201213$1,868,217$55,934$18,645iApproximate average salary by contribution assumption: employee only about $466,117 at 4% or $310,744 at 6%; with 50% employer match about $310,744 at 4% or $207,163 at 6%; with 100% employer match about $233,058 at 4% or $155,372 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$1,868,217$55,934$18,645iApproximate average salary by contribution assumption: employee only about $466,117 at 4% or $310,744 at 6%; with 50% employer match about $310,744 at 4% or $207,163 at 6%; with 100% employer match about $233,058 at 4% or $155,372 at 6%.
201113$1,579,326$60,576$20,192iApproximate average salary by contribution assumption: employee only about $504,800 at 4% or $336,533 at 6%; with 50% employer match about $336,533 at 4% or $224,356 at 6%; with 100% employer match about $252,400 at 4% or $168,267 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$1,579,326$60,576$20,192iApproximate average salary by contribution assumption: employee only about $504,800 at 4% or $336,533 at 6%; with 50% employer match about $336,533 at 4% or $224,356 at 6%; with 100% employer match about $252,400 at 4% or $168,267 at 6%.
201013$1,565,972$54,055$18,018iApproximate average salary by contribution assumption: employee only about $450,458 at 4% or $300,306 at 6%; with 50% employer match about $300,306 at 4% or $200,204 at 6%; with 100% employer match about $225,229 at 4% or $150,153 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$1,565,972$54,055$18,018iApproximate average salary by contribution assumption: employee only about $450,458 at 4% or $300,306 at 6%; with 50% employer match about $300,306 at 4% or $200,204 at 6%; with 100% employer match about $225,229 at 4% or $150,153 at 6%.
200913$1,320,839$56,754$18,918iApproximate average salary by contribution assumption: employee only about $472,950 at 4% or $315,300 at 6%; with 50% employer match about $315,300 at 4% or $210,200 at 6%; with 100% employer match about $236,475 at 4% or $157,650 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$1,320,839$56,754$18,918iApproximate average salary by contribution assumption: employee only about $472,950 at 4% or $315,300 at 6%; with 50% employer match about $315,300 at 4% or $210,200 at 6%; with 100% employer match about $236,475 at 4% or $157,650 at 6%.
200813$975,912$59,108$19,703iApproximate average salary by contribution assumption: employee only about $492,567 at 4% or $328,378 at 6%; with 50% employer match about $328,378 at 4% or $218,919 at 6%; with 100% employer match about $246,283 at 4% or $164,189 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$975,912$59,108$19,703iApproximate average salary by contribution assumption: employee only about $492,567 at 4% or $328,378 at 6%; with 50% employer match about $328,378 at 4% or $218,919 at 6%; with 100% employer match about $246,283 at 4% or $164,189 at 6%.
200713$0$0-
Smith Barney Shearson Profit Sharing Plan-3---
200613$1,164,879$55,165$18,388iApproximate average salary by contribution assumption: employee only about $459,708 at 4% or $306,472 at 6%; with 50% employer match about $306,472 at 4% or $204,315 at 6%; with 100% employer match about $229,854 at 4% or $153,236 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$1,164,879$55,165$18,388iApproximate average salary by contribution assumption: employee only about $459,708 at 4% or $306,472 at 6%; with 50% employer match about $306,472 at 4% or $204,315 at 6%; with 100% employer match about $229,854 at 4% or $153,236 at 6%.
200513$957,225$53,221$17,740iApproximate average salary by contribution assumption: employee only about $443,508 at 4% or $295,672 at 6%; with 50% employer match about $295,672 at 4% or $197,115 at 6%; with 100% employer match about $221,754 at 4% or $147,836 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$957,225$53,221$17,740iApproximate average salary by contribution assumption: employee only about $443,508 at 4% or $295,672 at 6%; with 50% employer match about $295,672 at 4% or $197,115 at 6%; with 100% employer match about $221,754 at 4% or $147,836 at 6%.
200413$849,036$53,683$17,894iApproximate average salary by contribution assumption: employee only about $447,358 at 4% or $298,239 at 6%; with 50% employer match about $298,239 at 4% or $198,826 at 6%; with 100% employer match about $223,679 at 4% or $149,119 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$849,036$53,683$17,894iApproximate average salary by contribution assumption: employee only about $447,358 at 4% or $298,239 at 6%; with 50% employer match about $298,239 at 4% or $198,826 at 6%; with 100% employer match about $223,679 at 4% or $149,119 at 6%.
200313$709,376$53,458$17,819iApproximate average salary by contribution assumption: employee only about $445,483 at 4% or $296,989 at 6%; with 50% employer match about $296,989 at 4% or $197,993 at 6%; with 100% employer match about $222,742 at 4% or $148,494 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$709,376$53,458$17,819iApproximate average salary by contribution assumption: employee only about $445,483 at 4% or $296,989 at 6%; with 50% employer match about $296,989 at 4% or $197,993 at 6%; with 100% employer match about $222,742 at 4% or $148,494 at 6%.
200213$499,255$51,879$17,293iApproximate average salary by contribution assumption: employee only about $432,325 at 4% or $288,217 at 6%; with 50% employer match about $288,217 at 4% or $192,144 at 6%; with 100% employer match about $216,163 at 4% or $144,108 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$499,255$51,879$17,293iApproximate average salary by contribution assumption: employee only about $432,325 at 4% or $288,217 at 6%; with 50% employer match about $288,217 at 4% or $192,144 at 6%; with 100% employer match about $216,163 at 4% or $144,108 at 6%.
200110$585,664$32,329-
Smith Barney Shearson Profit Sharing Plan-0$585,664$32,329-
200013$554,401$27,837$9,279iApproximate average salary by contribution assumption: employee only about $231,975 at 4% or $154,650 at 6%; with 50% employer match about $154,650 at 4% or $103,100 at 6%; with 100% employer match about $115,988 at 4% or $77,325 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$554,401$27,837$9,279iApproximate average salary by contribution assumption: employee only about $231,975 at 4% or $154,650 at 6%; with 50% employer match about $154,650 at 4% or $103,100 at 6%; with 100% employer match about $115,988 at 4% or $77,325 at 6%.
199913$524,141$25,769$8,590iApproximate average salary by contribution assumption: employee only about $214,742 at 4% or $143,161 at 6%; with 50% employer match about $143,161 at 4% or $95,441 at 6%; with 100% employer match about $107,371 at 4% or $71,581 at 6%.
Smith Barney Shearson Profit Sharing Plan-3$524,141$25,769$8,590iApproximate average salary by contribution assumption: employee only about $214,742 at 4% or $143,161 at 6%; with 50% employer match about $143,161 at 4% or $95,441 at 6%; with 100% employer match about $107,371 at 4% or $71,581 at 6%.